|
1976
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$1.13M
|
-$63.8K
|
-624
|
-6%
|
|
|
1977
|
Tempus Wealth Planning
Irvine,
California
|
$1.13M
|
+$16.3K
|
+159
|
+2%
|
|
|
1978
|
Verity & Verity
Beaufort,
South Carolina
|
$1.13M
|
+$801K
|
+7,836
|
+335%
|
|
|
1979
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$1.13M
|
+$861K
|
+8,426
|
+484%
|
|
|
1980
|
Telos Capital Management
San Diego,
California
|
$1.13M
|
+$32.4K
|
+317
|
+3%
|
|
|
1981
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.13M
|
-$29.6K
|
-290
|
-3%
|
|
|
1982
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.12M
|
+$1.05M
|
+10,254
|
New
|
|
|
1983
|
Jump Financial
Chicago,
Illinois
|
$1.12M
|
+$1.03M
|
+10,115
|
New
|
|
|
1984
|
Apriem Advisors
Irvine,
California
|
$1.12M
|
-$57.2K
|
-560
|
-5%
|
|
|
1985
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.12M
|
-$13.1K
|
-128
|
-1%
|
|
|
1986
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.12M
|
+$55.9K
|
+547
|
+6%
|
|
|
1987
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
1988
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
1989
|
Renasant Bank
Tupelo,
Mississippi
|
$1.12M
|
-$134K
|
-1,313
|
-12%
|
|
|
1990
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.12M
|
+$55.7K
|
+545
|
+6%
|
|
|
1991
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.11M
|
-$18.7K
|
-183
|
-2%
|
|
|
1992
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.11M
|
-$2.23M
|
-21,781
|
-68%
|
|
|
1993
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.11M
|
-$947K
|
-9,260
|
-48%
|
|
|
1994
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.11M
|
-$2.45K
|
-24
|
-0.2%
|
|
|
1995
|
Lumina Fund Management
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
1996
|
Prossimo Advisors
San Luis Obispo,
California
|
$1.11M
|
+$1.02M
|
+9,993
|
New
|
|
|
1997
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.11M
|
-$8.18K
|
-80
|
-0.8%
|
|
|
1998
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.11M
|
+$5.52K
|
+54
|
+0.5%
|
|
|
1999
|
Continental Advisors
Park City,
Utah
|
$1.11M
|
–
|
–
|
–
|
|
|
2000
|
JSF Financial
Los Angeles,
California
|
$1.11M
|
+$580K
|
+5,678
|
+133%
|
|
